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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,434 | $48,011+186.3% | $63,803+115.4% | $82,637+66.3% |
| Participation rate | 34.1% | 66.6%-32.5pp | 72.7%-38.6pp | 68.1%-34.0pp |
| Annual return | 21.16% | 19.84%+1.3pp | 543.72%-522.6pp | 53.51%-32.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,939 | $2,846-31.9% | $3,843-49.5% | $4,126-53.0% |
| Admin fee / account holder | $4,983 | $3,873+28.6% | $5,196-4.1% | $7,339-32.1% |